Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Apr 15, 2024 |RBC Wealth Management

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

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Hands holding a crafted heart

Share your wealth wisely with gift-giving strategies

Apr 15, 2024 |RBC Wealth Management

Charitable giving and other monetary gifting approaches can be powerful and effective ways to leave your financial legacy. Each strategy has its own advantages and benefits.

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Man reviewing market information

Turbulent times call for calm, focused money management

Apr 15, 2024 |RBC Wealth Management

Turbulent markets often lead people to worry about their financial security, so it’s important to gut-check your emotions and remain calm and disciplined in your approach to investing.

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Green moss and evergreen tree sprig

Biodiversity: Invest in the world's most valuable asset

Apr 15, 2024 |RBC Wealth Management

At first glance, biodiversity may seem like an out-of-place topic when it comes to investing. In recent years, however, it has become clear that biodiversity and nature loss pose potential systemic risks to society, business and the economy.

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Man checking stocks on phone

Rally realities

Apr 12, 2024 |Kelly Bogdanova

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

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Stock analyst at night

2024 earnings: The likely convergence of the “haves and have nots”

Apr 04, 2024 |Kelly Bogdanova

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.

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group of people hiking

High expectations for U.S. equity markets

Apr 03, 2024 |Jim Allworth

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet.

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Paris in the springtime

The metamorphosis of European equities

Mar 28, 2024 |Frédérique Carrier and Thomas McGarrity, CFA – London

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

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Woman examining plant while holding a laptop

Sustainability 101: An investor’s guide to why these buzzwords matter

Mar 28, 2024 |RBC Wealth Management

Understand common strategies within the responsible investing and sustainability space and how they could impact your portfolio.

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Nuclear power plant

Nuclear getting the push it needs

Mar 27, 2024 |RBC Wealth Management

Learn how nuclear energy fits into a responsible investing strategy.

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